Holly Brown
Billings,MT
Summary
Results oriented problem-solver with a resourceful approach to unexpected challenges. Committed to ensuring client satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices. Address customer needs in a timely and efficient maner while being mindful that each client 's situation is unique.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Production Assistant / Licensed Agent
Dirk Smith With Farm Bureau
10.2002 - Current
- Resolve over 400 client phone calls per month and over 120 emails per month on average
- Write new policies and maintain current policies that contribute to our agency standing as a top producing Farm Bureau Agency (exceeding industry standard production by over 50%)
- Answer billing questions and concerns in a timely manner
- Analyze credit on existing and new clients, and maintain strict client confidentiality
- Work with internal and external stakeholders to resolve policy and system issues
- Handle competing client needs and determine priorities based on need
- Monitor and review internal process and procedures for efficiency
- Advise clients on products limits, cost and features
- Manage Billing and Accounts Receivable
- Organize multiple schedules for Owners
- Efficiently manage daily tasks in order to meet tight deadlines
- Ensure compliance and industry regulations are met via daily process reviews
Accounts Receivable Clerk
Gardner Distributing
08.2000 - 08.2001
- Assisted in annual audit preparation, ensuring accurate representation of accounts receivable records and compliance with accounting standards.
- Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
- Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
Education
No Degree - Education
Eastern Montana College
Billings, MTSkills
- Exceptional client relationship skills
- Strong attention to detail and deadlines
- Collaboration with internal and external with clients
- Write and maintain current policies
- Experienced data analysis and troubleshooting skills
- Excellent communication and educational skills
- Solid organizational skills
- Proficient in Word, Excel, Outlook, Teams, PowerPoint, Adobe
Certification
Property and Casualty
Life
Surety
Timeline
Production Assistant / Licensed Agent
Dirk Smith With Farm Bureau
10.2002 - Current
Accounts Receivable Clerk
Gardner Distributing
08.2000 - 08.2001
No Degree - Education
Eastern Montana College
Property and Casualty
Life
Surety
Similar Profiles
Marcey FarleyMarcey Farley
Insurance Administrative Assistant at Jen Smith-Texas Farm BureauInsurance Administrative Assistant at Jen Smith-Texas Farm Bureau
Elen RamirezElen Ramirez
Customer Care Representative at Texas Farm BureauCustomer Care Representative at Texas Farm Bureau
Jessie WhiteakerJessie Whiteaker
Insurance Agent at Fulton/Izard County Farm BureauInsurance Agent at Fulton/Izard County Farm Bureau